See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,071 | $99,020-31.3% | $86,590-21.4% | $147,584-53.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.47% | 1312.34%-1302.9pp | 964.84%-955.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $4,626 | $3,132+47.7% | $2,839+62.9% | $4,876-5.1% |
| Participant deferral / active EE | $12,000 | $3,972+202.1% | $3,609+232.5% | $5,439+120.6% |
| Admin fee / account holder | $81 | $5,710-98.6% | $4,906-98.3% | $10,885-99.3% |